Purchases and Sales Made in Q3 2022 in Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS) during Q3 2022. The information is specifically focused on institutions that hold shares of MORGAN STANLEY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
BUY
|
- |
2.05K+ 8.12% |
$44.7K - $185K
|
27.3K
$3.46M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
2.04K+ 14.1% |
$44.5K - $184K
|
16.5K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.03K+ 51.62% |
$44.3K - $183K
|
5.96K
$756K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.02K+ 34.13% |
$44.2K - $182K
|
7.95K
$1.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.01K+ 1.69% |
$43.9K - $181K
|
121K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2K+ 3.38% |
$43.6K - $180K
|
61K
$7.74M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.99KNew |
$43.4K - $179K
|
1.99K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.98K+ 5.77% |
$43.2K - $178K
|
36.3K
$4.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
1.97K+ 3.16% |
$43.1K - $178K
|
64.5K
$8.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.95K+ 5.18% |
$42.6K - $176K
|
39.6K
$5.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1.95K+ 52.27% |
$42.5K - $175K
|
5.67K
$719K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.93K+ 23.41% |
$42.2K - $174K
|
10.2K
$1.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.92K+ 18.98% |
$41.8K - $173K
|
12K
$1.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.83K+ 18.22% |
$39.9K - $165K
|
11.9K
$1.51M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.79K+ 2.78% |
$39.1K - $161K
|
66.2K
$8.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.77K+ 5.74% |
$38.7K - $160K
|
32.7K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.74K+ 35.14% |
$38K - $157K
|
6.68K
$848K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.74K+ 29.79% |
$37.9K - $157K
|
7.56K
$960K
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.74K+ 9.76% |
$37.9K - $156K
|
19.5K
$2.48M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.72K+ 12.95% |
$37.6K - $155K
|
15K
$1.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.71K+ 24.26% |
$37.4K - $154K
|
8.77K
$1.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.67K+ 18.5% |
$36.4K - $150K
|
10.7K
$1.35M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.64K+ 36.46% |
$35.9K - $148K
|
6.15K
$780K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.61K+ 6.52% |
$35.1K - $145K
|
26.2K
$3.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.6K+ 2.59% |
$35K - $144K
|
63.4K
$8.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.59K+ 1.79% |
$34.8K - $144K
|
90.8K
$11.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.57K+ 0.7% |
$34.4K - $142K
|
228K
$28.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
1.57K+ 2.53% |
$34.4K - $142K
|
63.8K
$8.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 12.72% |
$33.5K - $138K
|
13.6K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.53K+ 36.23% |
$33.5K - $138K
|
5.77K
$732K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.52K+ 1.15% |
$33.1K - $137K
|
133K
$16.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.51K+ 2.76% |
$33K - $136K
|
56.2K
$7.13M
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.51KNew |
$33K - $136K
|
1.51K
$192K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$32.8K - $135K
|
1.5K
$190K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.48K+ 10.48% |
$32.4K - $134K
|
15.6K
$1.99M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.44K+ 39.16% |
$31.4K - $130K
|
5.11K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.43K+ 2.04% |
$31.3K - $129K
|
71.7K
$9.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.43K+ 13.32% |
$31.2K - $129K
|
12.1K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.42K+ 36.17% |
$31.1K - $128K
|
5.36K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.41K+ 2927.08% |
$30.7K - $127K
|
1.45K
$184K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
1.4K+ 22.34% |
$30.5K - $126K
|
7.66K
$972K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.39K+ 13.71% |
$30.3K - $125K
|
11.5K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.37K+ 28.62% |
$30K - $124K
|
6.17K
$782K
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 50.37% |
$29.7K - $123K
|
4.07K
$516K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.34K+ 2.73% |
$29.3K - $121K
|
50.5K
$6.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.32K+ 4.52% |
$28.8K - $119K
|
30.5K
$3.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.31K+ 590.5% |
$28.5K - $118K
|
1.53K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.3K+ 2.79% |
$28.3K - $117K
|
47.6K
$6.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.28K+ 39.23% |
$28K - $116K
|
4.56K
$578K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.28K+ 0.71% |
$28K - $115K
|
181K
$22.9M
|